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Philip Morris
PM

Overview Fund Activity

1,382 hedge funds and large institutions have $89.1B invested in Philip Morris in 2014 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 502 increasing their positions, 608 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,382
Holders Change
-18
Holders Change %
-1.29%
% of All Funds
39.94%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
2.14%
New
82
Increased
502
Reduced
608
Closed
87
Calls
$611M
Puts
$633M
Net Calls
-$22.5M
Net Calls Change
+$35.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$817M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$261M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$227M
4
WRF
Waddell & Reed Financial
Kansas
+$198M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$192M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$602M
2
State Street
State Street
Massachusetts
-$399M
3
MC
Montag & Caldwell
Georgia
-$232M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$201M
5
BA
BlackRock Advisors
Delaware
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWAC
701
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.99M -$93.3K -1,139 -4%
WDA
702
Wendell David Associates
New Hampshire
$1.99M +$84.9K +1,035 +4%
Bank of Nova Scotia
703
Bank of Nova Scotia
Ontario, Canada
$1.99M +$137K +1,668 +7%
HR
704
Howe & Rusling
New York
$1.98M -$5.32M -65,056 -73%
DP
705
Dearborn Partners
Illinois
$1.97M -$35.8K -437 -2%
IPC
706
Independent Portfolio Consultants
Florida
$1.96M +$928K +11,342 +90%
LW
707
Linscomb Wealth
Texas
$1.93M +$296K +3,619 +18%
ANTB
708
AMG National Trust Bank
Colorado
$1.93M +$1.23K +15 +0.1%
PNC
709
Park National Corp
Ohio
$1.91M +$56.1K +685 +3%
BAM
710
Berkshire Asset Management
Pennsylvania
$1.87M -$65.5K -800 -3%
FIM
711
Fernwood Investment Management
Massachusetts
$1.85M -$387K -4,725 -17%
BSPF
712
British Steel Pension Fund
United Kingdom
$1.82M -$127K -1,550 -7%
CIM
713
CenturyLink Investment Management
Colorado
$1.81M -$185K -2,259 -9%
SC
714
SouthState Corp
Florida
$1.8M +$15.4K +188 +0.9%
FFBTD
715
First Financial Bank - Trust Division
Ohio
$1.79M -$42.1K -515 -2%
LNB
716
Ledyard National Bank
$1.78M -$50K -611 -3%
B
717
BancorpSouth
Mississippi
$1.78M +$507K +6,188 +40%
SACTSONJ
718
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.77M – – –
WI
719
Wedgewood Investors
Pennsylvania
$1.77M -$51.2K -625 -3%
BCA
720
Bernzott Capital Advisors
California
$1.76M +$921K +11,250 +109%
RIL
721
Rothschild Investment LLC
Illinois
$1.75M +$325K +3,972 +23%
BPM
722
Bowling Portfolio Management
Ohio
$1.75M -$33.5K -409 -2%
Dodge & Cox
723
Dodge & Cox
California
$1.74M – – –
PWM
724
ParenteBeard Wealth Management
Pennsylvania
$1.74M -$257K -3,140 -13%
OCG
725
Opus Capital Group
Ohio
$1.73M +$38.5K +470 +2%
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